See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES Service code 13 INC DBA ALLIANT RETIREM · NEW YORK, NY 10178 | Contract Administrator | $41,440 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,057 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · CO, CO 80111 | Investment Management | $20,625 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 13 | Contract Administrator | $4,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,944 | $50,815-54.8% | $155,509-85.2% | $77,643-70.4% |
| Participation rate | 32.3% | 63.1%-30.8pp | 78.2%-45.9pp | 70.6%-38.3pp |
| Annual return | 10.10% | 34.80%-24.7pp | 64.67%-54.6pp | 31.24%-21.1pp |
| Employer contribution / active EE | $564 | $1,993-71.7% | $4,672-87.9% | $2,726-79.3% |
| Participant deferral / active EE | $876 | $2,822-69.0% | $5,626-84.4% | $4,647-81.2% |
| Admin fee / account holder | $222 | $437-49.2% | $15,912-98.6% | $430-48.4% |